WSO ACADEMY SPEAKER SERIES

Learn Directly from Wall Street Professionals

We're proud to launch the WSO Academy Speaker Series — a brand-new initiative connecting students with the most influential leaders in high finance.

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WSO Academy Speaker Series

What Is the WSO Academy Speaker Series?

The WSO Academy Speaker Series is a one-of-a-kind opportunity to learn directly from the industry’s most respected leaders — the people who’ve shaped modern finance from the inside. Each session brings you into an intimate, live conversation with professionals who’ve navigated major deals, built firms, led through crises, and mentored the next generation of top talent.

What’s Included in the Session

Career Journey & Lessons Learned

Leadership & Crisis Navigation

Hiring & Talent Insights

A chance to ask your own questions during live Q&A

UPCOMING SESSIONS

With Darien K. Smith: Premiering November 24 5:30-6:30pm EST (1 Hour)

Darien K. Smith, Esq. is the Founder, President, and CEO of D.K. Smith & Co., a private investment firm that exists to grow companies and strengthen communities. They provide tailored solutions for management teams, business owners, entrepreneurs, private equity firms, SBIC funds, and family offices. We invest in the future through technology enablement and operational value creation, empowering our partners to achieve lasting success.

Darien is a first-generation attorney from the South Side of Chicago. He started his collegiate career playing college football for Eastern Illinois University and finished his undergrad degree in finance and mathematics at the University of Miami (FL). Subsequently, Darien received his J.D. from New York University School of Law. While in law school Darien moved to China and bootstrapped a fashion startup after working in finance for Goldman Sachs his 1L summer. Upon graduation, he became a licensed corporate attorney in New York City at Stroock & Stroock & Lavan in their private funds group. 

After practicing law at Stroock, Darien transitioned to Boston Consulting Group (BCG) as a Management Consultant in their Corporate Finance and Strategy Practice Area where he advised multi-billion-dollar conglomerates and private equity firms, building and executing organic and inorganic growth strategies. Darien left BCG in 2019 to launch D.K. Smith & Co. where he focuses on acquiring, operating, and advising lower middle market businesses.

Darien has a passion for teaching and coaching entrepreneurs and investing in private markets. He leverages his expertise in growth strategy, risk management, and operating to roll-up his sleeves alongside entrepreneurs and management teams to accelerate growth. Growth creates jobs. Jobs feed families. Families build communities. Let's build together

With James Marciano: Premiering October Dec 3 6:30pm EST (1 Hour)

James Marciano is the Chief Executive Officer and Founder of Tuck Advisors, a boutique M&A advisory firm built by entrepreneurs for entrepreneurs. Under his leadership, Tuck Advisors serves founders looking to sell their companies, buyers pursuing strategic acquisitions, and senior executives seeking long-term growth opportunities.

Drawing on more than three decades of entrepreneurial and investment experience, James blends hands-on deal execution with deep sector insight. He has overseen full-funnel sell-side processes, structured complex buy-side transactions and guided strategic advisory engagements preparatory for transaction readiness.

A lifelong learner, James earned his A.B. in Social Psychology from Harvard College and his MBA from the Tuck School of Business at Dartmouth College. 

James takes pride in a founder-first ethos. Having built and exited technology companies himself, he understands the sacrifices and ambitions of entrepreneurship. He built a firm that offers both data-driven rigor (powered by proprietary tools and custom analytics) and personal mentorship through every step of the transaction cycle.

James remains active in the broader deal-making community, frequently speaking at business schools and industry forums. He is passionate about helping founder-led businesses maximize value and transition into the next phase of growth or ownership.

PAST SESSIONS

With John Morgan: Aired October 30th at 5:30PM EST (1 Hour)

John Morgan brings over three decades of experience in the financial services industry, spanning asset management, private investing, and academic leadership. As Partner and Chief Investment Officer at Morgan Capital Family Office, he manages a diversified equity portfolio, invests in real estate and early-stage companies, and advises start-ups on growth strategy and capital markets.

Before founding Morgan Capital, John held senior investment roles at Putnam Investments, where he rose to Vice President and lead portfolio manager for the Putnam Global Resources Fund, focusing on industrials, energy, and materials. He later joined Epoch Investment Partners as Co-Portfolio Manager and Senior Equity Analyst for the International and Global Small Cap Funds, covering multiple sectors and eventually becoming Chief Investment Officer in 2017. In 2020, he transitioned to Corbin Advisors as Senior Vice President and Head of the Advisory Business, where he led corporate strategy and investor relations engagements across public companies.

Today, in addition to his work at Morgan Capital, John serves as an Adjunct Lecturer in the Finance Division at Babson College and the F.W. Olin Graduate School of Business, where he teaches equity investing and capital markets. He also lectures on global investing at Cornell University’s Johnson School of Management and sits on the advisory board of Diversified Financial Management.

In this WSO Academy Speaker Series session, Morgan will share insights from a career that bridges institutional investing, entrepreneurial ventures, and financial education—covering lessons in portfolio construction, navigating market cycles, building enduring investment philosophies, and developing the next generation of finance leaders.


 

With Zachary Levenick: Aired September 18th at 6:30PM EST

Zachary Levenick is the Co-founder & Managing Partner at THG Securities Advisors, an investment partnership that purchases public securities of all types such as common stocks, bonds, convertible securities, preferred shares and derivatives, focusing on North America, Canada and Western Europe.

Prior to joining THG, Mr. Levenick was a Principal of Taconic Capital Partners, LP a multi-billion dollar New York-based private investment firm. Mr. Levenick co-managed the firm’s London-based European operations and was Portfolio Manager for European Equities investing, where focus areas included consumer products, retail, and general industries. He also established and oversaw Taconic’s public and private investment efforts in Brazil, Mexico, Chile, and Argentina, where focus areas included education and logistics. While at Taconic, Mr. Levenick also developed extensive experience in special situations and cross-asset class investing. Mr. Levenick spent 18 years at Taconic, after joining the firm in 2002 as a research associate. Prior to his career at Taconic, Mr. Levenick worked at J.P. Morgan in Investment Banking.

Mr. Levenick is a former Director of Barnes & Noble Education (NYSE: BNED) and graduated from Harvard College magna cum laude with a degree in History and Literature (Medieval).  He resides with his family in Southern California.  They support a number of educational, outdoor, and local philanthropies in the US and UK.

In this exclusive WSO Academy Speaker Series session, Mr. Levenick will draw on two decades of global investing experience to share perspectives on navigating public markets, lessons from managing cross-border strategies, the nuances of special situations investing, and what he looks for when evaluating opportunities—and talent—in today’s dynamic environment.

With Michael Harris: Aired August 21st at 7PM ET

Michael Harris brings a rare blend of public and private sector leadership across the capital markets landscape. As Vice Chairman and Global Head of Capital Markets for NYSE Group, he oversees global customer acquisition and leads efforts to bring top-tier companies to the world’s largest and most liquid exchange. His role spans the full private company ecosystem—from founders and CEOs to venture capital, private equity, market makers, and advisors.

Before joining the NYSE, Harris served as Head of Capital Markets at Citadel Securities and as Deputy Chief Investment Officer at the U.S. Treasury Department, where he played a pivotal role in the successful wind-down of the government’s TARP investments. Earlier in his career, he held senior positions in investment banking and capital markets at JPMorgan and UBS.

In this exclusive WSO Academy Speaker Series session, Harris will share insights from a career at the center of global markets—covering IPO trends, the evolving role of exchanges, lessons from navigating government and Wall Street, and what top firms look for when hiring the next generation of talent.

With Scott L. Bok: Aired May 13th at 7PM ET

Scott’s journey is as impressive as it is unlikely: a scholarship kid from rural Michigan who hustled his way through Penn Law, pivoted into M&A at Morgan Stanley during the dealmaking boom of the ‘80s, and went on to lead Greenhill through IPOs, crises, global expansion, and eventually its acquisition in 2024. Few people have spent 40 years inside the room where it happens—and come out with their reputation (and stories) intact.

In this session, Scott will share how he navigated four decades of rapid change on Wall Street, what it takes to build staying power in a brutal industry, how to think about risk, opportunity, and career pivots, and what he looks for when hiring the next generation of leaders.

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Excellent
Rated 5 / 5 based on 289 verified reviews
Verified Buyer
Offer from a firm in Hong Kong
Hi Patrick - just wanted to let you know that I accepted an offer from a firm in Hong Kong. They are an advisory platform that has a merchant banking side, for which I'll be joining for 6 months starting in May.
WSO Academy Student
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I've received an offer from the best IB from Romania!
I've received an offer from the best IB from Romania! Without Tim, I wouldn't been able to achieve that. The academy is a 10 out of 10.
WSO Academy Student
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I was able to convert a restructuring ib role which I start at in the new two weeks. It was all due to the
I was able to convert a restructuring ib role which I start at in the new two weeks. It was all due to the
WSO Academy Student
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offer for MUFG For Global and Investment Banking
Hey Pat got another offer for MUFG For Global and Investment Banking
WSO Academy Student
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PE offer at a mid market PE in Amsterdam
Hey Patrick! Going good thx got a PE offer at a mid market PE in Amsterdam - now waiting for my IB interviews, Nomura next. Had some class interviews with Raphael ex Nomura director. Thx for checking in
WSO Academy Student
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Offer from Goldman for the San Fran XIG Private Equity Asset Management Summer Analyst role
Hi Patrick, I just wanted to say I got the offer from Goldman for the San Fran XIG Private Equity Asset Management Summer Analyst role!
WSO Academy Student
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Offer to join Moelis this summer
Hey Patrick! I recently got an offer to join Moelis this summer in their São Paulo office!
WSO Academy Student
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I landed my dream offer as Strategy Consultant at Monitor Deloitte
Hey Patrick, I landed my dream offer as Strategy Consultant at Monitor Deloitte
WSO Academy Student
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Just got the Wells Fargo investment banking offer!
Just got the Wells Fargo investment banking offer!
WSO Academy Student
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I got both internships offers for this fall
Hey Patrick - Just wanted to update you, I got both internships offers for this fall! One is a position at a sort of small scale PE/buyout shop and another is at a boutique investment bank in SF
WSO Academy Student
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Offer for an Associate role at Harris Williams
Hey Patrick, been a bit MIA lately but I finally got an offer for an Associate role at Harris Williams! Couldn't have done it without WSO; all the mentors have been incredibly helpful throughout this process
WSO Academy Student
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Offer for IB at DB
Hi Patrick, I hope you've been well
I wanted to let you know that earlier today I accepted an offer for IB at DB for this summer. You and the other mentors, especially DB alums, have been a massive help. Thank you very much!
WSO Academy Student
Verified Buyer
The program has really opened doors for me
Hi Patrick,
I wanted to give you a quick update on my journey since joining the academy. The program has really opened doors for me - before signing up, I did not even know how to network or approach bankers, and now I find myself in processes I never thought possible. I genuinely appreciate how much the academy has helped me get here.
Here is where I currently stand:
I networked with an Associate from BofA, and a month later an off-cycle internship opened. He gave me a direct interview without me even applying online - I am now waiting to hear back on next rounds.
I interviewed with Nordea but unfortunately was rejected after the first round.
I had a coffee chat with a MD (someone I had received deals from in my PE role). He forwarded my CV to HR and discussed me with other MDs, and I should hear soon about an interview.
Through the mentor roster, I connected with a Jefferies alum (now at Harris Williams) who forwarded my resume internally. I passed the phone screening, and HR confirmed I will be invited to a superday in London.
• AVP at Goldman Sachs forwarded my resume to HR after I got connected with
him through the mentor roster.
Following Ela's advice, I reached out to a Deutsche Bank MD, who connected me with an analyst. They told me to apply online, and I am in touch with the team.
• I also spoke with a Rothschild & Co banker who encouraged me to apply online.
On the buy-side, I am mid-process with a hedge fund's private capital division. I
just completed the second round, which included a case study of a take-private
transaction where I built both a DCF and an LBO and drafted IC materials.
It has been intense. I am prepping non-stop, pushing myself harder than ever - so
much that the stress literally made me lose my hair, and I just had a hair transplant
in Turkey last week. I even had recruiting the day after surgery. It is exhausting, and
I do not have an offer yet, but I know I am miles ahead compared to where I would be if I tried to do this on my own.
Thanks again for all the guidance - the academy has truly been a game-changer for me. Still have a few mentoring hours that I will use for mock interviews
WSO Academy Student
Verified Buyer
Offer from Capstone Partners
I just wanted to let you know that I accepted an offer from Capstone Partners as a 2026 Investment Banking Summer Analyst! I cannot thank you enough for your help through WSO!
WSO Academy Student
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Summer internship at JPMorgan.
Hi Patrick, I wanted to share that I received an offer for a 2026 summer internship at JPMorgan. I really appreciate your guidance and the support from other WSO mentors throughout the process.
WSO Academy Student
Verified Buyer
Offer at Monroe Capital
Hey Patrick! Sorry for the late reply, but I wanted to let you know that I recently accepted a Valuation Analyst offer at Monroe Capital in Chicago. It's been almost two years, but I finally landed an offer and made the pivot back into finance! Just wanted to say thank you again for setting up the Academy program. It has helped me so much over the past year with recruiting, connecting with so so many amazing mentors, and the various courses you offer are really helpful in preparing for all of my interviews
WSO Academy Student
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Just got the JPM offer!
Just got the JPM offer!
Thanks so much for the help!
WSO Academy Student
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Offer from TD Cowen
Hi Patrick, I hope all is well. I wanted to let you know that I have received and am accepting an offer from TD Cowen to join their Healthcare Investment Banking team as a full-time analyst in 2026. Thank you for your time and resources-the WSO Academy and its guidance made a real difference, and I really appreciate your support.
WSO Academy Student
Verified Buyer
internship offer with Capstone Partners
I was able to secure an internship offer with Capstone Partners for their 2026 summer internship program
WSO Academy Student
Verified Buyer
I received an offer for an investment banking summer
I just wanted to mention I received an offer for an investment banking summer analyst position for 2027 with Td securities in New York. WSO really helped me a lot through the process. Couldn't be more thankful for joining the program.
WSO Academy Student
Verified Buyer
I got the offer for BlackRock this summer!!!
Hi Patrick, I got the offer for BlackRock this summer!!!
The mock interviews and the course prep helped a ton all around. I couldn't have done it without the program!
WSO Academy Student
Verified Buyer
I just accepted the offer with IJW & Co
Hey Patrick, Quick update - I just accepted the offer with IJW & Co and will be starting on in their M&A group!
Super excited to get going. Thanks again for all the support throughout the process!
WSO Academy Student
Verified Buyer
I just got an offer from a hedge fund.
Hi Patrick, I have a good news to tell you. I just got an offer from a hedge fund.
WSO Academy Student
Verified Buyer
I got an offer from Axos Bank
Hey Patrick, Just wanted to share a quick update. I got an offer from Axos Bank as a commercial banking analyst within their real estate lender finance department.
WSO Academy Student
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Full-time position in the investment sales team at Northmarq
Hi Patrick, I got a full-time position in the investment sales team at Northmarq Just want to thank you for the guidance
WSO Academy Student
Verified Buyer
I got a Real Estate Asset Management internship
Hi Patrick. How are you? Wanted to let you know that I got a Real Estate Asset Management internship here as well in Dubai. Onboarded this week.
WSO Academy Student
Verified Buyer
On the plane to start my internship in HK right now
On the plane to start my internship in HK right now, super excited and wanted to say thanks for helping making it all happen.
WSO Academy Student
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Investment Banking Summer Analyst role at a MM bank
Hey Patrick, I just accepted an Investment Banking Summer Analyst role at a MM bank. Couldn't have done it without the WSO courses, workshops, and mentors. Thanks!
WSO Academy Student
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Offer from Deutsche IB FIC Asset based Finance
Patrick, got the offer from Deutsche IB FIC Asset based Finance
WSO Academy Student
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Private equity analyst role
Hi Patrick. How are you?
I did secure a remote private equity analyst role for the next 3 months of this summer! Think the practice for the behavioral helped me to stand out in the interview and be selected as 1 of 10 out of 1000+ applicants.
WSO Academy Student
Verified Buyer
Offer for JPMorgan's Banking internship
I wanted to share a quick update - I recently received an offer for JPMorgan's
Banking internship and I'm super excited to join. Thanks so much again!
WSO Academy Student
Verified Buyer
Offer as Equity Research Analyst at CLSA
Hi Patrick,
Great news! After multiple rounds and coffee chats, I've received an offer as Equity Research Analyst at CLSA, one of the bigger investment firms here in the APAC region.
I started with the WSO academy in March last year and can gladly say that this program was one of the key reasons I managed to land this role. The mock interviews and just chatting to the mentors really changed my perspective on networking and communication skills, and saw me land a ton more coffee chats/phone calls with analysts and portfolio managers here in Sydney.
I'll reach out to them individually but just wanted to shout out Chris, Alyssa Karbel, Craig Irvine, Matthew Litwin and Tim Weil as they helped me tremendously with mocks, networking and giving me some solid advice and direction.
Thanks Patrick for all your help and I'll be sure to recommend the WSO Academy here in Sydney, Australia!
WSO Academy Student
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Offer from SG hedging derivatives sales intern
Hi Patrick, I have great news!! I got an offer from SG hedging derivatives sales intern starting July!
WSO Academy Student
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Offer from a mortgage banking brokerage
Hi Patrick - everything is good. I got an offer from a mortgage banking brokerage and currently waiting to hear back from a REPE shop on if I got the job or not.
WSO Academy Student
Verified Buyer
Offer for a quant research internship at Centiva Capital
Hey Patrick, I'm guessing you know this already but wanted to personally inform you that I have received an offer for a quant research internship at Centiva Capital. Thank you for all the support and resources at WSO!
WSO Academy Student
Verified Buyer
I signed with Insight Partners
Hey Patrick, sorry it's been a few months but wanted to let you know that I signed with Insight Partners, which I'm really excited about! Thankful for the academy and all the advice you gave me. Always enjoyed your office hours!
WSO Academy Student
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Financial Analyst at DTE Energy
Hey Patrick! I just wanted to check in with you to give a quick update on where I am at. I am happy to say I recently started a new role as a Financial Analyst at DTE Energy!
I am happy with the skillset that I will learn at this new opportunity and will continue to network with the contacts I have made while I at the academy. Chris Riggs was a tremendous help throughout my time with the program and I will continue to be in contact to keep producing work for the Equity Research internship. I learned a tremendous amount of financial skills and interview techniques that I will keep with me for the rest of my life going through WSO and I would like to thank you for putting all of this together!
WSO Academy Student
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Offer to join DBS bank as a Private Banking Summer Analyst
Hi Patrick! Just wanted to update you that I signed an offer to join DBS bank as a Private Banking Summer Analyst in the HK office.
WSO Academy Student
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Offer from Waterfall Asset Management and also received an offer from MUFG
Hi Patrick, I received the offer from Waterfall Asset Management and also received an offer from MUFG! I will be signing with Waterfall after all the processes wrapped up - thank you and the team for your help!
WSO Academy Student
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Offer from a structured credit hedge fund
Hi Patrick, thank you for checking in! Everything is going well and I just recently received an offer from a structured credit hedge fund - I am currently using that to accelerate for other processes but thank you and the mentors!
WSO Academy Student
Verified Buyer
I landed a Private Equity internship
Hi Patrick, I wanted to let you know I landed a Private Equity internship. I was aiming for IB originally but received an offer at a Real Estate Private Equity firm in Atlanta and RE PE was my long term goal anyways. I could not have done this without WSO. I am extremely grateful for you and the entire team for everything. Genuinely this was one of the best choices I've made in deciding to do the academy so thank you for everything
WSO Academy Student
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Scotiabank Investment Banking Intern
Hey Patrick, hope you're doing well. I got a offer to join Scotiabank as an Investment Banking Intern. You guys have all been an incredible help, but especially Alexander man. He was up early in the mornings to prep me for the interviews, up late at night, and really made himself available. He also taught me some concepts when I needed, and overall was an incredible mentor for me personally. He's also really funny and easy to get along with. Without him and the advice I wouldn't have made it. So I'll drop him a note for sure but just wanted to thank you for all those early calls and the program overal!!!!!!! Really appreciate you guys
WSO Academy Student
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Offer at JP Morgan Private Bank LatAm (Mexico)
Hey Patrick! Excited to let you know that I have accepted an offer at JP Morgan Private Bank LatAm (Mexico), which is a perfect fit for me. Thank you so much for all your support.
WSO Academy Student
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Offer from Waterfall Asset Management and also received an offer from MUFG
Hi Patrick, I received the offer from Waterfall Asset Management and also received an offer from MUFG! I will be signing with Waterfall after all the processes wrapped up - thank you and the team for your help!
WSO Academy Student
Verified Buyer
Credit Hedge Fund Offer
Hi Patrick, thank you for checking in! Everything is going well and I just recently received an offer from a structured credit hedge fund - I am currently using that to accelerate for other processes but thank you and the mentors!
WSO Academy Student
Verified Buyer
WSO Academy Review - 2025-05-08
It has been great so far. I especially love the fact that I have access to dozens of experts from the field at my fingertips on our Slack. I can ask them any question, be it small or big, and get an answer almost instantly. I also love our courses in the academy - they are well organized and well-picked. And I feel like I learned more from our academy courses about a specific topic than my college courses.
Verified Buyer
Without WSO there was gonna be no way I was gonna get an offer
There's a couple things I want to reach out and say first of all, I want to say thank you without WSO there was gonna be no way I was gonna get an offer. Another thing you guys investment banking interview platform taught me for finance then I have learned in school. I am very very happy I made the decision to come to you guys and I would recommend it to anyone.
WSO Academy Student
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Just got my first offer!
Hi Patrick, just got my first offer! Product owner at a Dutch neobank bunq
WSO Academy Student
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Offer from Societe Generale
I just wanted to let you know I received an offer from Societe Generale for their Investment Banking Summer Analyst Program for Summer 2026. I definitely couldn't have done this without the help from all the mentors at WSO and all the courses you guys provided. Thank you so much for everything!
WSO Academy Student
Verified Buyer
Just got an offer for summer 2026 at Eaton Partners
Just got an offer for summer 2026 at Eaton Partners in their private capital advisory group and wanted to thank you for all of your help!! Couldn't have done it without you and your team!!
WSO Academy Student
Verified Buyer
I got an offer at SMBC
I got an offer at SMBC for Structured Finance Acquisition & Advisory. I also got invited for an Equity Research interview at MS and a Corporate Finance interview at Bank of America.
WSO Academy Student
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Offer with Evercore
I'm excited to share that I've accepted an offer with Evercore Menlo Park as a Tech Investment Banking Summer Analyst for the summer of 2026.
WSO Academy Student
Verified Buyer
Offer with Wells Fargo
Hello Patrick, I hope all is well. Just letting you know that last week I signed an offer with Wells Fargo for their 2026 Investment Banking summer internship in New York. Thank you for all of the help and mentorship over the past couple of years, I doubt that I would have gotten this offer without interning at WSO over my gap year and later joining the Academy. Have an excellent rest of the week and I look forward to keeping in touch with you and the other Mentors.
WSO Academy Student
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Got the DB offer
Hi Patrick, got the DB offer! very happy with how things turned out!
WSO Academy Student
Verified Buyer
I got an offer from Solomon partners
I got an offer from Solomon partners but I still have not signed it. An opportunity came up that I am considering a bit more than banking so I am running my options
Chicago office BSG Group
WSO Academy Student
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I got an offer from UBS!
Hey Patrick. I got an offer from UBS!
WSO Academy Student
Verified Buyer
Accepted an offer to join Pacific Asset Management
Hi Patrick, I hope you are well. I just wanted to let you know that I have received and accepted an offer to join Pacific Asset Management in a sales position this Summer!
Thanks for all the help!
WSO Academy Student
Verified Buyer
Goldman Sachs Offer
I got a call from Goldman Sachs HR yesterday after my PWM Capital Markets superday. I received an offer and will receive a written format later this week
WSO Academy Student
Verified Buyer
Got an offer with LLR Partners
Hi Patrick! I just got an offer with LLR Partners, a LMM Software Growth Equity firm in Philly with 7B AUM that just closed on their biggest fund yet at 2.3B.
WSO Academy Student
Verified Buyer
I GOT AN OFFER FROM UBS!!!!
Hi Patrick! I GOT AN OFFER FROM UBS!!!! I think I'm going to take it
WSO Academy Student
Verified Buyer
I got the ubs offer!
Hi patrick! i wanted to let you know that i also got the ubs offer!
they had called me about an hour after my superday and i'm super excited that i'd be able to have more than one option!
WSO Academy Student
Verified Buyer
I got the Wells offer
Hey, just wanted to let you know I got the Wells offer!
I have a week to respond, but I'm so excited and relieved I have an offer now
WSO Academy Student
Verified Buyer
Internship at Jefferies
Hi Patrick, hope you're doing well. I accepted an internship at Jefferies for 2026 and now looking for 2025 internships
WSO Academy Student
Verified Buyer
UBS offer
Hi Patrick, I was able to secure the UBS offer last week! Thank you for all the help.
WSO Academy Student
Verified Buyer
offer from JPM and one from Fenchurch
My recruiting journey is complete. After being in 5+ processes, ended up with an offer from JPM and one from Fenchurch
Thank you and the rest of the team for the unwavering support throughout the past couple of months. Great to have a very positive outcome
That being said, if I can be helpful in any way to the academy please let me know. I will of course have less time on my hands after joining banking but keen to give back to this program
WSO Academy Student
Verified Buyer
Patrick I got the UBS offer!!
Patrick I got the UBS offer!!
WSO Academy Student
Verified Buyer
WSO Academy Review - 2025-03-12
Very structured course. It takes you through the process in a systematic way, with help being provided at every stage of the way. Lots of courses are available to take and develop practical skills as well. Great to have met the mentors and formed some connections that I will hopefully have for a long time.
Verified Buyer
I just got an offer!
Hey great news - I just got an offer for this position! It's like an internal M&A team/ corp dev role. Definitely a better opp than where I'm currently at I had my final round today with the CIO and on the call he said they will extend an offer and HR will be in touch this afternoon
WSO Academy Student
Verified Buyer
Received an offer from a special sit/catalyst HF
Hi Patrick -appreciate all the help. Received a verbal offer from a special sit/catalyst HF based out of for this summer now trying to figure out the plan for postgrad and just waiting for my contract.
WSO Academy Student
Verified Buyer
Associate position at LEK
Hey Patrick! Just wanted to let you know that I just received an offer for a Summer Associate position at LEK in their London office. I truly couldn't have done it without the help of WSO. Thank you so much!
WSO Academy Student
Verified Buyer
MS Offer
Hi Patrick, I wanted to let you know that I officially signed with MS! Thank you so much for all your and the team's help throughout this process!!!
WSO Academy Student
Verified Buyer
Offer from PSP Investments
I just got an offer call from PSP Investments this morning for their 2025 summer real estate portfolio strategies internship position in Montreal
WSO Academy Student
Verified Buyer
Offer from BGL for the summer 2026 analyst position
Hi Patrick, just got the offer from BGL for the summer 2026 analyst position
WSO Academy Student
Verified Buyer
Raine Offer
Patrick, glad to tell you I just signed with Raine. Y'all are the best!
WSO Academy Student
Verified Buyer
Goldman Sachs Offer
Hi Patrick, officially got my Goldman Sachs offer for LatAm financing.
WSO Academy Student
Verified Buyer
Offer from MS
I just heard back from MS earlier today and got the offer! Thanks again for all your help Patrick!
WSO Academy Student
Verified Buyer
I got a few consulting offers
I got a few consulting offers which is awesome. I was lucky enough to catch FTI and AlixPartners but going with the latter. The mentors were a great help for casing and behaviorals but tbh they asked me the right questions to make me think about whether I wanted to do consulting or not which was key.
WSO Academy Student
Verified Buyer
Offer for Evercore 2026
Hey Patrick just wanted to let you know that I accepted an offer for Evercore 2026 summer today. Thanks for all the help throughout the process. WSO was super helpful
WSO Academy Student
Verified Buyer
Secured a position in Deal Advisory at KPMG
Just wanted to let you know that this week I secured a position in Deal Advisory at KPMG! This is a big step for me as I was finally able to break in.
WSO Academy Student
Verified Buyer
Offer from Raymond James for their 2026 IB Summer Analyst in healthcare group
Hi Patrick! I wanted to let you know that I received an offer from Raymond James for their 2026 IB Summer Analyst position in their healthcare group! I loved getting to know the people at RJ and accepted the offer. The IB interview guide and FMV bootcamp (with Stan) were super helpful for technicals. Now that it is
confirmed that I will be doing IB somewhere, I'm planning to start the modeling courses soon!
WSO Academy Student
Verified Buyer
I got a spring internship with Two Roads Advisors (Boutique IB)
Thank you for reaching out. I got a spring internship with Two Roads Advisors (Boutique IB).
WSO Academy Student
Verified Buyer
I just received an offer to work for Evercore in Houston.
Hey Patrick, I just received an offer to work for Evercore in Houston.
WSO Academy Student
Verified Buyer
I just got an offer from Blackstone private wealth!
Hi Patrick! I just got an offer from Blackstone private wealth!
WSO Academy Student
Verified Buyer
Got my first PE offer
Hey Patrick, got my first offer today its a private equity firm called Victory Group
WSO Academy Student
Verified Buyer
Ended up signing at PWP! Thanks again for all the help in this process
Ended up signing at PWP! Thanks again for all the help in this process
WSO Academy Student
Verified Buyer
Just got the Evercore offer!
Just got the Evercore offer!
WSO Academy Student
Verified Buyer
Completed my interview with the founder and the VP and I got the offer
Hi Patrick, just completed my interview with the founder and the VP and I got the offer! Super excited about the opportunity.
WSO Academy Student
Verified Buyer
I got the offer from PSG - made it into high finance
Hey Patrick thanks for checking in! Great news is I got the offer from PSG - made it into high finance! Thank you so much, the academy and mentor sessions really really helped
WSO Academy Student
Verified Buyer
Got an offer for the 2026 Global Markets team at Nomura
Hi Patrick, I recently got an offer for the 2026 Global Markets team at Nomura.
WSO Academy Student
Verified Buyer
Landed RBC this summer in Toronto
Hey Patrick! Thanks so much for checking in. I actually landed RBC this summer in Toronto! I'm also currently interviewing for lazard right now as well for 2026 summer!
WSO Academy Student
Verified Buyer
Offer for the summer from UBS
Thank you and I actually received an offer for the summer from UBS! I might still want to further refine my interviewing skills though. Does my access to the mentors expire at any point? And hope all is well for you too
WSO Academy Student
Verified Buyer
IB Analyst Technology Offer from Scotiabank
Just got an offer from Scotiabank in their SF office! IB analyst, Technology. Thank you so much for your support throughout the whole process!
WSO Academy Student
Verified Buyer
Summer Associate Offer with Piper Sandler's industrials group
Hey Patrick - thank you for all of your help, I appreciate your follow-ups! I just wanted to close the loop here since I kind of checked out of the program a bit after I was able to secure a summer associate offer. I'd say the biggest things that helped me were the 7 story templates and resume review. I appreciate it! I will be with Piper Sandler's industrials group here in Charlotte
WSO Academy Student
Verified Buyer
2 Offers in Consulting and Investment Analyst
Hey Patrick, I have already received 2 full time offers. One from a consulting firm focussing on financial services, and one from a family office in Saudi Arabia as an Investment Analyst. Thank you so much for your help
WSO Academy Student
Verified Buyer
Internship with Morningstar
Hey Patrick, just wanted to let you know I got and accepted an internship with Morningstar for this summer. Couldn't have done it without your help
WSO Academy Student
Verified Buyer
Private Equity Summer Analyst position at Rand and Co Holdings
Hey Patrick, I wanted to thank you for being my mentor throughout my journey and update you that I got a Private Equity Summer Analyst position at Rand and Co Holdings in Atlanta for Summer 2025, and just got
WSO Academy Student
Verified Buyer
Got a Private Equity Summer Analyst position at Rand and Co Holdings
Hey Patrick, I wanted to thank you for being my mentor throughout my journey and update you that I got a Private Equity Summer Analyst position at Rand and Co Holdings in Atlanta for Summer 2025
WSO Academy Student
Verified Buyer
Spring Insight at BNP Paribas and placement offer at Lloyds
Just coming here to say thank you for the help thus far. I was able to get a Spring Insight at BNP Paribas for Global Markets and have been offered a placement offer at Lloyds following a successful assessment centre.
WSO Academy Student
Verified Buyer
summer offer to do real estate investment banking at Eastdil Secured
I wanted to share some exciting news-I've received a summer offer to do real estate investment banking at Eastdil Secured. On top of that, I've also been accepted into grad school at London Business School, which I plan to start after the summer.
WSO Academy Student
Verified Buyer
I just got the Rothschild Spring Week for 2025 in London
Hi Patrick- I just got the Rothschild Spring Week for 2025 in London
WSO Academy Student
Verified Buyer
I got accepted into Goldman Sachs Veterans Integration Program.
I got accepted into Goldman Sachs Veterans Integration Program.
WSO Academy Student
Verified Buyer
Offer for an internship at Greenhill
Hello Patrick everything going great, received yesterday an offer for an internship at Greenhill I will do it at the same time I'm doing my last semester of uni
Thanks for all your help, would have not be possible without all of your help
WSO Academy Student
Verified Buyer
I just got an offer for a software investing firm for software m&a analyst
Hi Patrick, just wanted to let you know that I just got an offer for a software investing firm for software m&a analyst for sophomore summer, academy was super helpful and did a ton of mocks beforehand.
WSO Academy Student
Verified Buyer
Got an offer for to be a summer analyst at a Hedge Fund called MAN Group
Hi Patrick, I just wanted to let you know that I got an offer for to be a summer analyst at a Hedge Fund called MAN Group yesterday. It has been a long and arduous road but cannot thank you and the team for all the help from interview prep to stock pitching ideas to everything in general.
Thank you so much
WSO Academy Student
Verified Buyer
Boutique IB based in Lagos
I received an offer for a boutique IB based in Lagos, Nigeria. It's a 2 month internship with the Securities and Equity Research Team of this firm
WSO Academy Student
Verified Buyer
Got into the M&A group for BofA this summer
Got into the M&A group for BofA this summer
WSO Academy Student
Verified Buyer
Call from CPPIBS PE team extending me a FT offer
Hey Patrick, just got a call from CPPIBS PE team extending me a FT offer starting in January! The mock interviews from the academy really helped me be confident in the actual interviews and prepped me for stuff I wasn't necessarily ready for at first.
WSO Academy Student
Verified Buyer
Just got the offer from Third Bridge Had my last interview today. I Start in January.
Just got the offer from Third Bridge Had my last interview today. I Start in January.
WSO Academy Student
Verified Buyer
Got a Wells NYC Industrials offer
Hey Patrick hope you're doing well, just following up on my interviews this week since last time we talked. So looks like my Raymond James I got a 2nd round invite with 2 MDs next week. And actually got a Wells NYC Industrials offer
WSO Academy Student
Verified Buyer
Got an offer from Goldman Sachs ACM team
Got an offer from Goldman Sachs ACM team. I'm grateful for the opportunity and the hard work finally paid off.
WSO Academy Student
Verified Buyer
I got an offer from ING
I got an offer from ING for a sectors coverage summer 2025 internship.
WSO Academy Student
Verified Buyer
Equity Research/Asset Management role at Davenport & Co
Just wanted to let you know I've accepted an Equity Research/Asset Management role at Davenport & Co. Target industry and it came out of nowhere, pretty excited.
During the interview one of the interviewers specifically referenced how my cover letter stood out to him, and I was of course using the WSO template.
WSO Academy Student
Verified Buyer
I just got an IB offer this afternoon!
Hey Patrick, I just got an IB offer this afternoon! I truly couldn't have done it without the academy and all the mentors who helped along the way!
WSO Academy Student
Verified Buyer
I ended up converting to a full-time role
Thank you for checking in Patrick. Good news is I ended up converting to a full-time role in September! Thank you for all the support.
WSO Academy Student
Verified Buyer
Morgan Stanley S&T
Got it
Morgan Stanley S&T
WSO Academy Student
Verified Buyer
Couldn't have done it without the program!
Thanks for reaching out Patrick! I recently got an offer to join L'Oréal's Summer 2025 Finance Internship Program. Couldn't have done it without the program!
WSO Academy Student
Verified Buyer
Good news I just got my first offer on a major bank here in Brazil!!
Hey Patrick! Good news I just got my first offer on a major bank here in Brazil!!
I would like to thank WSO, the mentors and you for all the support!!
Thank you!!
WSO Academy Student
Verified Buyer
I'm now in VC working at Plug and Play
Hi Patrick, great to hear from you! I'm now in VC working at Plug and Play, sourcing startups and connecting them with health companies.
What I learned at the program definitely helped me land the role-thank you for that!
WSO Academy Student
Verified Buyer
I'm now in VC working at Plug and Play
Hi Patrick, great to hear from you! I'm now in VC working at Plug and Play, sourcing startups and connecting them with health companies. What I learned at the program definitely helped me land the role-thank you for that!
WSO Academy Student
Verified Buyer
Received an offer from FTI in their Corporate Finance & Restructuring group
Hey Patrick! Good news I just received an offer from FTI in their Corporate Finance & Restructuring group in New York for next summer! So appreciative of all the Academy's help and patience but wanted to relay the news to you
WSO Academy Student
Verified Buyer
IB internship at Elara Capital for summer 2025
Hi Patrick, reaching out to fill you in on my progress.
I was able to land an IB internship at Elara Capital for summer 2025 that should help with recruitment for the next cycle, as well as reviewing the
WSO courses.
WSO Academy Student
Verified Buyer
Mackenzie Investments
Hi Patrick, Hope you're well, some good news! got an offer with a Canadian asset manager (Mackenzie Investments) on the Multi-asset strategies team. Thanks for all the help!
WSO Academy Student
Verified Buyer
I got an IB internship offer at HSBC Hong Kong
Hi Patrick, I want to let you know that I got an IB internship offer at HSBC Hong Kong this summer. Thank you so much for all the dedicated support and guidance from the WSO team, I learned a lot from all the conversations and feedback from many
mentors.
Thanks a lot Patrick and the whole WSO team!
WSO Academy Student
Verified Buyer
HSBC offer
Got off the phone with Chairman who called to give me an offer for HSBC!
WSO Academy Student
Verified Buyer
I just landed the PE Internship with the guy I mentioned
I just landed the PE Internship with the guy I mentioned
WSO Academy Student
Verified Buyer
two offers from wells fargo
So ended up with two offers from wells fargo. Offers are LevFin - NY, and MidCap - Charlotte
A.
Verified Buyer
Received a full-time offer from Blackstone Real Estate
I’m thrilled to share the exciting news that I have received a full-time offer from Blackstone Real Estate. I want to express my deepest gratitude to the academy for the invaluable resources, support, and guidance provided throughout my journey. This accomplishment wouldn't have been possible without the foundation and insights I gained here.
Thank you once again for everything!
D.E.
Verified Buyer
I got the offer from BlackRock today!
I got the offer from BlackRock today! I just wanted to thank you for the time and this program. I had never gotten past a HireVue before, and now I'm comfortable going into networking calls with VPs and directors and in interviews. Thank you once again and have a great rest of your summer.
R.L
Verified Buyer
Landed IB Internship + PE Internship
Completely revamps your approach and gives you the intelligence to charm the interviewer by coming across as a knowledgeable and experienced banker that knows the ins and outs of the industry as opposed to "not just another ambitious college student"
A. U.
Verified Buyer
Landed ER Analyst Role
Just wanted to update you on my recruiting process - I just accepted an offer. Really want to thank you for all of your help. I would definitely have done way worse in my interviews without your guidance on how to phrase my past roles. Thanks again and super excited for this summer.
D. A.
Verified Buyer
BB IB Internship
This is one of the best investments that I've made in a long time and not only because what I learned in our sessions helped me secure the role I was recruiting for in short order.

K. B.
Verified Buyer
IB Analyst + PE Internship
Definitely worth the investment. The mentors are very responsible, thoughtful, and nice and know how to bring out the best in you. They prepared me with many really good technical questions when I thought I’d already prepared well enough.
L. S.
Verified Buyer
Investment Analyst
I found WSO Academy helpful in getting my story together, doing mock interviews, and reviewing my resume. I definitely recommend it! I received my dream offer, and really think the program made a huge difference is helping me get that.
E. S.
Verified Buyer
PE Associate
They helped refine my stories, provided valuable feedback for my responses, and taught me a new approach to answering technical questions that bankers want to hear. I highly recommend anyone interested in IB opportunities seriously consider WSO Academy.
F. J.
Verified Buyer
I will be the first person from my school to break into TMT PE without doing a MBA or equivalent.
Thank you Patrick! I will be the first person from my school to break into TMT PE without doing a MBA or equivalent.

Literally everything this academy offers is golden, from the courses which I used to study for interviews and work on my modelling to the big supportive community and the amazing mentors who:

A. Made me realize my value as I always looked at the fact that I am a non target with a mediocre GPA and never saw the good qualities
B. Trained me to always wow the interviewers
C. Allowed me have more courage
WSO Academy Student
Verified Buyer
I went from a non-target with a sub 3.3 GPA to securing an analyst position in TMT
I just wanted to thank you for WSO Academy I went from a non-target with a sub 3.3 GPA to securing an analyst position in TMT at a major PE fund in Canada.
WSO Academy Student
Verified Buyer
WSO Academy was instrumental in building my confidence.
As an international student trying to navigate the job market in the US, the Academy was instrumental in building my confidence. From detailed resume and LinkedIn reviews to several iterations of my technical/behavioural interview responses, I can now see a huge improvement from where I started. Both the offers would have been impossible without it. All the mentors were super responsive and engaged, and the personalized feedback made all the difference. I want to say a big thank you to you and the mentors for helping me every step of the way!
WSO Academy Student
Verified Buyer
Honestly without WSO I would have never learned how to network properly
Honestly without WSO I would have never learned how to network properly, and would have been discouraged after a few reach outs, but with due diligence and hard work there are opportunities that will be coming up for me shortly, once my work authorization is coming in. I also feel more and more prepared as I'm using courses and recommended books to prep for the positions and interviews. It's all starting to shape up
WSO Academy Student
Verified Buyer
I got a verbal offer from Wells Fargo IB
I got a verbal offer from Wells Fargo IB last week. Couldn't have done it without you guys. Thank you so much!
WSO Academy Student
Verified Buyer
I accepted an offer at Houlihan Lokey on Friday!
I accepted an offer at Houlihan Lokey on Friday!
WSO Academy Student
Verified Buyer
Excel Modeling
I wanted to mention that the Excel Modeling course I took with WSO is helping me tremendously in my consulting job. If there's one regret I have in my career, it's that I didn't start with WSO earlier on.
WSO Academy Student
Verified Buyer
I got the role for Credit Agricole LATAM loan syndication
I got the role for Credit Agricole LATAM loan syndication. Thank you for helping me prep for it and for the mock interviews
WSO Academy Student
Verified Buyer
I got the BofA Offer!!!
I got the BofA Offer!!!
WSO Academy Student
Verified Buyer
I got offers from Goldman and UBS!
I got offers from Goldman and UBS!
WSO Academy Student
Verified Buyer
Annie is the best!
Annie is the best!
WSO Academy Student
Verified Buyer
Informational Interview
As a STEM background, quant-focused guy, Chris was the person I needed to learn from. Would be helpful to have a few more people with similar backgrounds as him
WSO Academy Student
Verified Buyer
He is very knowledgeable about the industry and provided a lot of insightful feedbacks.
He is very knowledgeable about the industry and provided a lot of insightful feedbacks.
WSO Academy Student
Verified Buyer
Informational Interview Practice
Marvin had some stellar recommendations on what I could do to navigate my career!
WSO Academy Student
Verified Buyer
Very helpful
Tim was very helpful during the session. It was a pleasant and collaborative experience, focused on tailoring the development of my profile to align with my preferences, which I greatly appreciated.
WSO Academy Student
Verified Buyer
Great, constructive and straight to point
Great, constructive and straight to point
WSO Academy Student
Verified Buyer
The mock interview felt really natural
The mock interview felt really natural (I should know, as I failed some..), Matthew's questions and pace made me think about my answers and put me out of my comfort zone. I find his approach refreshing and help build confidence. One thing he made me realize is that having pre-studied answers, although helpful of course, is no guarentee of a good real interview. Each prospective interview will take place in its own pace, and Matthew rightfully wants the mentees to appreciate this fact. Finally, and perhaps most importantly, he is very kind.
WSO Academy Student
Verified Buyer
Learned a ton.
Very helpful, Tim made the mock context specific to my upcoming interview. Learned a ton.
WSO Academy Student
Verified Buyer
Everything was great and super helpful
Everything was great and super helpful
WSO Academy Student
Verified Buyer
Extremely helpful
Henrique was extremely helpful in helping me structure my thoughts, offering to review iterations offline, and polish the final pitch. Thank you!
WSO Academy Student
Verified Buyer
Perfect. Wouldn't change anything.
Perfect. Wouldn't change anything.
WSO Academy Student
Verified Buyer
No feedback the mentor was excellent
No feedback the mentor was excellent
WSO Academy Student
Verified Buyer
Great feedback
Alice gave some great feedback and definitely unique takeaways to think about career wise. Will follow up and incorporate her advice!
WSO Academy Student
Verified Buyer
He took the time to explain the rationale behind his feedback,
Tim was fantastic!
He took the time to explain the rationale behind his feedback, and provided multiple options to finalizing my profile. Tim also went above and beyond by sharing his take on how to think about constructing my TMAY which caused us to go beyond the 30-minute mark.
Again, I am super appreciative of his time and input! First time we chatted, but it certainly will not be the last.
WSO Academy Student
Verified Buyer
I really like the ways Andrew help me polish my answers
I really like the ways Andrew help me polish my answers
WSO Academy Student
Verified Buyer
Great experience overall.
Great experience overall. He understood the role I was preparing for and accommodated the technicals and behavioral questions for the specific role. Moreover, I was able to get easier questions that gradually got more challenging and helped me prep for my super day. Lastly I got great feedback on when to send my thank you notes
WSO Academy Student
Verified Buyer
Very knowledgeable and helpful
Very knowledgeable and helpful
WSO Academy Student
Verified Buyer
Positive session overall
Positive session overall
WSO Academy Student
Verified Buyer
Thanks for helping me check the LinkedIn profile.
Conor is always very approachable and efficient. Thanks for helping me check the LinkedIn profile.
WSO Academy Student
Verified Buyer
Extremely helpful and a great mentor.
Extremely helpful and a great mentor.
WSO Academy Student
Verified Buyer
Very helpful session
Very helpful session that gave me great feedback on what I am already doing well but definitely where I can improve.
WSO Academy Student
Verified Buyer
Conor was incredibly helpful.
Conor was incredibly helpful.
WSO Academy Student
Verified Buyer
Amazing insight
Gave amazing insight, helpful feedback, and useful websites and actions that I could look into to improve my network.
WSO Academy Student
Verified Buyer
Really helpful
Cindy gave me actionable, clear takeaways from the call. She was really helpful and gave me tips beyond the resume. Overall very satisfied with the call!
WSO Academy Student
Verified Buyer
Amazing session
Amazing session. Really cared about my story and how I could use it to succeed in interviews.
WSO Academy Student
Verified Buyer
Why IB
Amazing session with Conor Brown. Very helpful, reviewed my answers before the meeting so it was not the first time he was looking at them. Very productive.
WSO Academy Student
Verified Buyer
Suggestions were really helpful
I had a great experience with Panpan. Her suggestions were really helpful in improving my resume and she had great pointers for how I could continue improving my resume in future edits as well
WSO Academy Student
Verified Buyer
LinkedIn Profile Audit
Very helpful and wish that communication was a little better as well as receptiveness during the call
WSO Academy Student
Verified Buyer
Cindy was amazing, very grateful to book a session with her and booking another one soon!
Cindy was amazing, very grateful to book a session with her and booking another one soon!
WSO Academy Student
Verified Buyer
Gave excellent feedback on how to study and improve.
My mentor did a great job of explaining answers to questions I did not understand. Gave excellent feedback on how to study and improve.
WSO Academy Student
Verified Buyer
She gives very actionable, solid résumé/career advice that is well thought-out and articulated clearly
It was my first time meeting Cindy face-to-face today and it was an absolute pleasure! She gives very actionable, solid résumé/career advice that is well thought-out and articulated clearly. Very friendly and so easy to communicate with, always gets back to me either immediately or within a few hours. I truly feel she has my best interests at heart and am excited to work with her more as I continue this program!
WSO Academy Student
Verified Buyer
Adna is super kind and eager to help.
Adna is super kind and eager to help.
WSO Academy Student
Verified Buyer
Very helpful and encouraging! Gave a lot of actionable advice
Very helpful and encouraging! Gave a lot of actionable advice
WSO Academy Student
Verified Buyer
Great insights
I’ve had multiple sessions with Zack so far, on different activities within the Academy and each time I’ve left with great insights.
WSO Academy Student
Verified Buyer
Very helpful
Matteo Sutto was really helpful in providing an overview of the restructuring industry and gave me actionable takeaways to start preparing. He spoke about his personal experiences in an honest and genuine way which helped me learn more about the division.
WSO Academy Student
Verified Buyer
fantastic mentorship
Abhishek's mentorship has been fantastic! His insights on improving my storytelling were spot-on. I'm excited for our next session. Plus, he's been super helpful with finding the right opportunities for me. Highly recommend Abhishek as a mentor
WSO Academy Student
Verified Buyer
Great and informational session
Great and informational session
WSO Academy Student
Verified Buyer
Fantastic honest feedback and insights
Fantastic honest feedback and insights
WSO Academy Student
Verified Buyer
LinkedIn Profile Audit
Conor was very patient whenever I was having technical issues.
WSO Academy Student
Verified Buyer
great at giving actionable feedback
Cindy is great at giving actionable feedback and working through my behavioral questions!
WSO Academy Student
Verified Buyer
Mentor was super helpful
Timothy was super helpful and knowledgeable. He is also super solid on explaining the technical questions. I have learned a lot. Much appreciated!
WSO Academy Student
Verified Buyer
7 Stories Review
Tim is an absolute asset to WSO. He’s always very straightforward and gives me actionable advice right away. Thank you very much, Tim.
WSO Academy Student
Verified Buyer
Cindy saved me on my basic LBO, life saver!
Cindy saved me on my basic LBO, life saver!
WSO Academy Student
Verified Buyer
Great mock practice and valuable feedback
Great mock practice and valuable feedback
WSO Academy Student
Verified Buyer
LBO pitch
Faye was amazing helping me with my LBO pitch, thank you Faye! :)
WSO Academy Student
Verified Buyer
Why IB
Invaluable lesson and advice from Tim regarding how to stand out in my TMAY and Why IB.
WSO Academy Student
Verified Buyer
Feeling much better about my technical
Conor was amazing. Really helped me with my PE Analyst mock interview. Feeling much better about my technical- thank you Conor!
WSO Academy Student
Verified Buyer
Some time conflicts but other than that my session was helpful.
Some time conflicts but other than that my session was helpful.
WSO Academy Student
Verified Buyer
Paul was great, would love to reconnect in the future
Paul was great, would love to reconnect in the future
WSO Academy Student
Verified Buyer
Great mentor
I really love working with Tim. He is a great mentor and great guy in general. He is an asset and definitely goes above and beyond every time we meet. I hope he stays with WSO for a long time. Thanks, Tim!
WSO Academy Student
Verified Buyer
very helpful
very helpful
WSO Academy Student
Verified Buyer
Resume review
She completely changed my Resume and helped me polishing my resume to look more símil to what IB professionals are looking for
WSO Academy Student
Verified Buyer
Very structured, boosted my confidence by alot.
Very structured, boosted my confidence by alot.
WSO Academy Student
Verified Buyer
Edgar was very friendly and gave me very good insight information
Edgar was very friendly and gave me very good insight information
WSO Academy Student
Verified Buyer
Helped me to improve my LinkedIn profile efficiently.
Peggy was very forthcoming and right in the point. She was well prepared and helped me to improve my LinkedIn profile efficiently.
WSO Academy Student
Verified Buyer
Great mentor and provided valuable advice.
Efficient and insightful 7 stories review. Maximo is a great mentor and provided valuable advice.
WSO Academy Student
Verified Buyer
Very insightful tips
Yuee was fantastic, providing very insightful tips. Hope to bring good news in the near future!
WSO Academy Student
Verified Buyer
Kind, knowledgeable, responsive, supportive
Peggy was fantastic. I loved working with her. She is a good mix: kind, knowledgeable, responsive, supportive. As my first WSO mentor, she left a lasting and positive impression.
WSO Academy Student
Verified Buyer
My resume improved from a score of 20 to 80 under her guidance.
Her input was very qualitative. My resume improved from a score of 20 to 80 under her guidance.
WSO Academy Student
Verified Buyer
Tim is always very helpful
Tim is always very helpful
WSO Academy Student
Verified Buyer
Cindy is excellent, was nothing more I could've wanted
Cindy is excellent, was nothing more I could've wanted
WSO Academy Student
Verified Buyer
Gave thoughtful feedback.
I had a wonderful experience working with Sereena. She was well prepared and gave thoughtful feedback.
WSO Academy Student
Verified Buyer
Was very helpful in cleaning up my profile to help it be more readable.
Was very helpful in cleaning up my profile to help it be more readable.
WSO Academy Student
Verified Buyer
Incredibly helpful
110% satisfied with Peggy she was incredibly helpful all around she went above and beyond on my review
WSO Academy Student
Verified Buyer
Extremely happy with the review
Extremely happy with the review she went above and beyond with my examples and helped me put all my thoughts into strong stories about myself
WSO Academy Student
Verified Buyer
Helped me prepare
Paul was fantastic, he really helped me prepare on what I should know if I want to transition into PE. I plan on booking another call with Paul in the near future given everything I learned from him.
WSO Academy Student
Verified Buyer
Valuable insights on how to structure my answers.
Zach was straight to the point and gave me valuable insights on how to structure my answers.
WSO Academy Student
Verified Buyer
LBO pitch
Conor was amazing. I plan on following up with a "LBO pitch" I have in mind. He was super helpful and I am very grateful he took the time to speak with me
WSO Academy Student
Verified Buyer
She gave a lot of examples and great feedback.
She gave a lot of examples and great feedback.
WSO Academy Student
Verified Buyer
Straight to the point with valuable and actionable advice.
Straight to the point with valuable and actionable advice.
WSO Academy Student
Verified Buyer
Mock Interview
Peter gave me a great, honest mock. Will continue to work with him.
WSO Academy Student
Verified Buyer
Thank you Stan and WSO.
I took Stan’s modeling bootcamp a month or so ago. I was so impressed by his knowledge and what I learned that I decided to do my mock interview with Stan. The interview was outstanding. Stan was fair and made the interview very genuine and I felt I was actually in the real thing. More importantly, he took time to tell me how to bring my Interviewing skills to the next level and made sure to discuss key concepts for better understanding which gave me actionable takeaways. Thank you Stan and WSO.
WSO Academy Student
Verified Buyer
very helpful
very helpful
WSO Academy Student
Verified Buyer
The mentor was very knowledgeable, kind, and willing to help
The mentor was very knowledgeable, kind, and willing to help
WSO Academy Student
Verified Buyer
The mentor has been really helpful
Tim has been really helpful in terms of spotting some technical questions that are easily to get incorrect answers without being aware.
WSO Academy Student
Verified Buyer
Pointed in the right direction
Peter was very insightful. He pointed me in the right direction to move forward.
WSO Academy Student
Verified Buyer
Mock Interview
Cindy is a rock star in terms of knowledge structure.
WSO Academy Student
Verified Buyer
Knowledgable and pleasant to speak with.
My mentor was Knowledgable and pleasant to speak with.
WSO Academy Student
Verified Buyer
LinkedIn profile audit
Super helpful in illustrating how a recruiting profile differs from establishing your own brand
WSO Academy Student
Verified Buyer
Great feedback
Andy gave great feedback for items that I need to work on while still being encouraging.
WSO Academy Student
Verified Buyer
Excellent as always
Excellent as always
WSO Academy Student
Verified Buyer
It was very helpful to hear his feedback
We discussed how I should approach certain questions specific to my situation. It was very helpful to hear his feedback on these.
WSO Academy Student
Verified Buyer
Looking forward to scheduling more meetings with him
Looking forward to scheduling more meetings with him
WSO Academy Student
Verified Buyer
Looking forward to booking more behavioral/technical prep sessions in the future
Looking forward to booking more behavioral/technical prep sessions in the future
WSO Academy Student
Verified Buyer
Responsive, structured, and competent
Alyssa is responsive, structured, and competent. I Highly regard her as mentor.
WSO Academy Student
Verified Buyer
Will be scheduling mock interviews with him in the future
Will be scheduling mock interviews with him in the future
WSO Academy Student
Verified Buyer
Provided great answers and actionable steps
Very helpful, friendly, and time flexible. Provided great answers and actionable steps.
WSO Academy Student
Verified Buyer
Will schedule future mock interviews with him
Will schedule future mock interviews with him
WSO Academy Student
Verified Buyer
Great session as always
Great session as always
WSO Academy Student
Verified Buyer
kind and patient
Stan was very kind and patient when I was struggling with technical questions throughout the mock interview. He encouraged me to sign up for a bootcamp to deepen my understanding of different topics.
WSO Academy Student
Verified Buyer
Very concise and clear feedback
Very concise and clear feedback
WSO Academy Student
Verified Buyer
Will schedule more mock interviews in the near future
Will schedule more mock interviews in the near future
WSO Academy Student
Verified Buyer
Had great pointers and was very helpful
Had great pointers and was very helpful
WSO Academy Student
Verified Buyer
Good feedback about lateral recruiting
Good feedback about lateral recruiting
WSO Academy Student
Verified Buyer
She gave me tons of great advice
Cindy was very supportive and encouraging. She gave me tons of great advice and helped me with Why IB and 7 stories. This mock was great and she gave me specific feedback on each answer. She is the best mentor I have worked with in this academy!
WSO Academy Student
Verified Buyer
Will book future mocks
Will book future mocks
WSO Academy Student
Verified Buyer
Informational Interview
Learned a lot about the healthcare industry!
WSO Academy Student
Verified Buyer
i was very happy with the call
i was very happy with the call
WSO Academy Student
Verified Buyer
Great feedback
She gave me great feedback and advice for not only why IB but all other areas as well
WSO Academy Student
Verified Buyer
Mock Interview
Kiran helped me strategize for some of the technical questions I have struggled with.
WSO Academy Student
Verified Buyer
Mock Interview
Will do future mocks with him too
WSO Academy Student
Verified Buyer
super helpful and shares his vast knowledge
Great to work with Paul! He’s super helpful and shares his vast knowledge.
WSO Academy Student
Verified Buyer
Great session, very informative
Great session, very informative
WSO Academy Student
Verified Buyer
Mock interview
Michael was very genuine and helpful in giving feedback and encouragement to keep preparing for mock interviews.
WSO Academy Student
Verified Buyer
Great mentor
Stan is the best. Nothing but good words.
WSO Academy Student
Verified Buyer
challenging but very beneficial
The mock interview was challenging but very beneficial. It gave me actionable items to work on.
WSO Academy Student
Verified Buyer
Very direct and threw some curveball questions, much needed
Very direct and threw some curveball questions, much needed
WSO Academy Student
Verified Buyer
Super helpful informational interview
Super helpful – will meet again on Friday
WSO Academy Student
Verified Buyer
helped me understand advanced RX technicals
Andrew was awesome! He was patient with me and helped me understand advanced RX technicals
WSO Academy Student
Verified Buyer
very detailed and helpful feedback
It was great to work with Cindy. She was patient and gave me very detailed and helpful feedback
WSO Academy Student
Verified Buyer
Clean and logical advice
Mentor provided clean and logical advice to sharpen my LinkedIn profile
WSO Academy Student
Verified Buyer
Very useful advice
Cindy gives very useful advice every time. Absolutely my favorite mentor!
WSO Academy Student
Verified Buyer
She helped me through all my questions and provided good feedback
It was great to work with Annie. She helped me through all my questions and provided good feedback and actionable takeaways on where to improve.
WSO Academy Student
Verified Buyer
Good feedback
Great session with Mark. He was specific in his feedback and recommended a few changes / additions to my Linkedin Profile, which I thought were quite good & relevant.
WSO Academy Student
Verified Buyer
Tim was extremely helpful and cared to listen and help out.
Tim was extremely helpful and cared to listen and help out.
WSO Academy Student
Verified Buyer
The feedback has been instrumental to getting me on track
Michael and I have had a couple sessions and his feedback has been instrumental to getting me on track
WSO Academy Student
Verified Buyer
It was great to work with Kathryn and get her feedback.
It was great to work with Kathryn and get her feedback.
WSO Academy Student
Verified Buyer
Informational interview
I wish the meeting was recorded because there was a lot to takeaway and review.
WSO Academy Student
Verified Buyer
Mock interview
My mentor definitely hit the key points on what I need to improve on
WSO Academy Student
Verified Buyer
Informational Interview
Peter was kind as always and gave me actionable intelligence to move forward in the process.
WSO Academy Student
Verified Buyer
great advice
Mentor was extremely helpful with developing my weak points and had great advice
WSO Academy Student
Verified Buyer
Super helpful mentor
Conner was beyond excellent! He was super helpful and I look forward to continuing to work with him!
WSO Academy Student
Verified Buyer
Informational interview
Help me a lot in the networking structure.
WSO Academy Student
Verified Buyer
Charles is very experienced and knowledgeable in his area with genuine readiness to help
Charles is very experienced and knowledgeable in his area with genuine readiness to help
WSO Academy Student
Verified Buyer
Tim was great very caring and just looking out for my best interest.
Tim was great very caring and just looking out for my best interest.
WSO Academy Student
Verified Buyer
Very helpful
Very helpful
WSO Academy Student
Verified Buyer
Great session
The mentor was awesome! He asked me questions that forced me to think outside the box and gave very good feedback.
WSO Academy Student
Verified Buyer
One of the best mock interviews!
One of the best mock interviews! Matthew was very kind and patient and helped me structure my behavioral answers effectively.
WSO Academy Student
Verified Buyer
good technical practice and feedback
Kiran took the time to do a mock interview late on a Sunday night which I really appreciate. He also gave me good technical practice and feedback.
WSO Academy Student
Verified Buyer
Detailed feedback
It was great working with Tim. He provided me with detailed feedback on my behavioral and also helped me understand the technical question that I missed.
WSO Academy Student
Verified Buyer
Great advice
Great advice, gave me the tools I needed for having a successful start in my career.
WSO Academy Student
Verified Buyer
Very clear and concise
Very clear and concise, the information was very valuable and Alyssa was very kind.
WSO Academy Student
Verified Buyer
Mock interview
This session was difficult. He's causing me to think outside of the box and pushing me to significantly strengthen my story. It's going to take me some time to think over how to go about improving my approach to the behavioral interview.
WSO Academy Student
Verified Buyer
Great mentor
Very knowledgable and empathetic. Helpful for discerning my career plans, I will most likely have another session with him.
WSO Academy Student
Verified Buyer
Very helpful in interview prep
Very helpful in interview prep
WSO Academy Student
Verified Buyer
Mock interview training
Isabel was awesome! She provided me with detailed feedback on my behavioral answers and made me feel confident. She was also patient and helpful.
WSO Academy Student
Verified Buyer
Informational interview
Alyssa is really qualified and resourceful. It’s always a privilege working under her guidance.
WSO Academy Student
Verified Buyer
Really great advice
Really great advice, super friendly, and stayed on the call for a full hour with me. I can't recommend him enough.
WSO Academy Student
Verified Buyer
Great mentor
Very helpful and useful tips, also very honest with my situation. Great mentor
WSO Academy Student
Verified Buyer
Great advice
Had a great time going over my TMAY and seven stories. Gave me great advice on how to improve.
WSO Academy Student
Verified Buyer
Structure my CV
Craig's experience in Equity Research was invaluable to helping me structure my CV to best accommodate to applying for roles within the Equity Research space.
WSO Academy Student
Verified Buyer
Strengthen LinkedIn profile
Michael was phenomenal help and provided tangible steps to take in order to strengthen LinkedIn profile, in conjunction to additional feedback on courses to take to strengthen LinkedIn profile.
WSO Academy Student
Verified Buyer
Very good mentor
A very good mentor who understands that different candidates have different profiles and tailors his suggestions based on the candidate
WSO Academy Student
Verified Buyer
My resume review
Tim was able to leverage his extensive background in finance in conjunction to his lateral movement into banking to provide me with effective and actionable feedback with regards to my "Why Equity Research" Interview prep
WSO Academy Student
Verified Buyer
Mentor was absolutely amazing
The mentor was absolutely amazing - she evolved a resume review into a full-packaged guidance for recruiting strategy and how I should frame myself for the whole upcoming recruiting process. This was the best 30 minutes of advice I got so far.
WSO Academy Student
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The WSO Academy Speaker Series is not available to the public. These sessions are exclusively reserved for students enrolled in WSO Academy — our premier 12-week coaching and training experience designed to help you break into the most competitive roles in high finance.

By joining WSO Academy, you'll gain access to not only the Speaker Series, but also 12 weeks of personalized career coaching, elite training in investment banking, consulting, private equity, hedge funds, and more, as well as a comprehensive course library with over 300 hours of content.

Additionally, you'll receive resume reviews, mock interviews, and hands-on support, along with a step-by-step roadmap to secure the roles you've always dreamed of. If you're serious about launching your career in high finance and want direct access to industry leaders who've successfully navigated this path, WSO Academy is your path forward.

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